Heritage Oak Wealth Advisors LLC Reduced Holdings in Q3 2025

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
-51.1K
- 77.86%
$79.85 - $81.32 $4.08M - $4.16M
14.5K $1.18B
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
-138K
- 67.91%
$30.86 - $33.86 $4.27M - $4.68M
65.3K $2.21B
FILL
Ishares Inc Msci Global Energy

ETFs
-37K
- 77.26%
$23.87 - $25.82 $882K - $954K
10.9K $273M
HUM
Humana Inc

Healthcare
-2.97K
- 47.28%
$220.41 - $312.0 $655K - $928K
3.32K $863M
GLD
Spdr Gold Trust

ETFs
-2.61K
- 18.9%
$300.96 - $355.47 $784K - $926K
11.2K $3.97B
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-2.18K
- 13.78%
$121.81 - $137.24 $265K - $299K
13.6K $1.8B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-4.21K
- 16.18%
$24.02 - $24.28 $101K - $102K
21.8K $524M
CLOI
Vaneck ETF Tr

ETFs
-1.94K
- 16.17%
$52.8 - $53.1 $102K - $103K
10K $533M
NFLX
Netflix Inc

Communication Services
-23
- 5.79%
$1147.87 - $1297.18 $26.4K - $29.8K
374 $448M
IEF
Ishares Barclays

ETFs
-839
- 15.81%
$93.91 - $97.26 $78.8K - $81.6K
4.47K $431M
MBB
Ishares Tr

ETFs
-584
- 18.52%
$92.46 - $95.73 $54K - $55.9K
2.57K $244M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-1.45K
- 22.14%
$44.92 - $48.31 $64.9K - $69.8K
5.08K $245M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-943
- 13.62%
$50.53 - $50.82 $47.6K - $47.9K
5.98K $304M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-2.18K
- 15.55%
$20.84 - $21.03 $45.4K - $45.8K
11.8K $248M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-358
- 7.45%
$100.16 - $100.7 $35.9K - $36.1K
4.45K $448M
PAVE
Global X Fds Us Infrastructure

ETFs
-1.2K
- 15.67%
$44.02 - $47.63 $52.8K - $57.1K
6.45K $307M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-500
- 1.02%
$42.75 - $43.37 $21.4K - $21.7K
48.4K $2.1B
SJNK
Spdr Bloomberg Short Term High

ETFs
-766
- 1.07%
$25.28 - $25.63 $19.4K - $19.6K
70.6K $1.81B
SHV
Ishares Tr

ETFs
-101
- 2.38%
$110.06 - $110.49 $11.1K - $11.2K
4.14K $457M
META
Meta Platforms, Inc.

Communication Services
-5
- 1.23%
$695.21 - $791.73 $3.48K - $3.96K
401 $294M
VTV
Vanguard Value ETF

ETFs
-52
- 4.58%
$175.51 - $186.57 $9.13K - $9.7K
1.08K $202M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-241
- 4.72%
$82.42 - $87.03 $19.9K - $21K
4.87K $424M
DSTL
ETF Ser Solution Distillate Us

ETFs
-582
- 3.08%
$54.44 - $58.24 $31.7K - $33.9K
18.3K $1.06B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-171
- 0.79%
$23.82 - $25.84 $4.07K - $4.42K
21.5K $552M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-310
- 2.08%
$168.93 - $178.7 $52.4K - $55.4K
14.6K $2.59B
PEP
Pepsico Inc

Consumer Defensive
-138
- 1.39%
$133.81 - $152.16 $18.5K - $21K
9.77K $1.37B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-116
- 1.34%
$138.08 - $151.2 $16K - $17.5K
8.52K $1.29B
GOOGL
Alphabet Inc.

Communication Services
-37
- 2.13%
$174.36 - $254.72 $6.45K - $9.42K
1.7K $413M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-1.17K
- 2.18%
$2.4 - $5.57 $2.81K - $6.51K
52.5K $251M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-94
- 1.62%
$275.84 - $326.36 $25.9K - $30.7K
5.71K $1.86B
WMT
Walmart Inc.

Consumer Defensive
-46.6K
- 4.82%
$94.4 - $104.27 $4.4M - $4.86M
920K $94.8B
Core Scientific Inc New
-149
- 0.03%
N/A
443K $5.16B
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-5.31K
- 14.08%
$67.16 - $93.48 $356K - $496K
32.4K $3.02B
Core Scientific Inc New
-330
- 0.04%
N/A
754K $13.5B
YOLO
Advisorshares Tr Pure Cannabis

ETFs
-11.5K
- 1.23%
$1.9 - $3.71 $21.9K - $42.8K
923K $3.26B
Activity Summary
Buys All Purchases 45 New Holdings 17 Increased Positions 28 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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